TOP 10 Financial well being in Connecticut
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Barnum Financial Group
● ClosedBarnum Financial Group is a finance and insurance agency located at 6 Corporate Drive, Shelton, Connecticut, United States. Our dedicated team is committed to your financial well-being and helping you achieve your financial goals. Meet our leadership team and learn about our mission to create a culture of belonging, respect, and opportunity for all. We offer a range of services to help you manage risks, grow your wealth, and plan for your future. Our knowledgeable financial representatives are here to assist you every step of the way. Get relevant and educational content through our blog and monthly newsletters. Contact us today to schedule an appointment with a financial professional and start planning for a successful financial future with Barnum Financial Group.
6 Corporate Dr, Shelton, CT 06484, United States -
Opus: Advice First - Ameriprise Financial Services, LLC
● ClosedOpus: Advice First - Ameriprise Financial Services, LLC is a finance institution located at 90 Oxford Road, Oxford, Connecticut, United States. The institution has been recognized as one of Forbes Best-in-State Wealth Management Teams in 2024. With a focus on enhancing the financial and emotional well-being of clients and their families, Opus: Advice First provides education and guidance on important life decisions. The institution offers comprehensive financial planning services and wealth management, working in harmony with clients to achieve their unique goals. With offices in Oxford, CT, Palo Alto, CA, and Westchester, NY, Opus: Advice First serves clients in 20 states using technology to maintain deep relationships and help clients pursue their dreams. The institution's advisors, including Nancy Daoud, provide insights on market trends and offer strategies for navigating difficult markets and achieving financial success. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and clients can find background and qualification information on FINRA's BrokerCheck website.
90 Oxford Rd, Oxford, CT 06478, United States -
MLJ Financial Coaching
● ClosedMLJ Financial Coaching is a finance institution located at 7 Harrison Road in Wallingford, Connecticut, United States. Education is at the core of our practice, as we believe that financial matters should not be complex or confusing. Our primary goal is to educate and empower you to make strong financial decisions in your life. We do not sell specific products or promote any particular investments. Accountability is key to achieving your financial goals, which is why our coaching sessions are structured to provide motivation and guidance. We work with you to create a coaching schedule to keep you on track and successful. Our goal is to give you hope for the future, confidence in your abilities, and empower you to take control of your finances.
7 Harrison Rd, Wallingford, CT 06492, United States -
Brian Marois, AAMS CT Financial Advisor
● ClosedBrian Marois, AAMS CT Financial Advisor is a finance institution located at 1751 Ellington Road in South Windsor, Connecticut, United States. Specializing in financial planning and investment management, Brian Marois, AAMS® has earned his Accredited Asset Management Specialist designation from The College for Financial Planning. Brian takes a proactive approach in educating his clients and hosts a video podcast series on YouTube to provide insights into investment markets and tips for improving personal financial wellness. His goal is to remove the fear from investing and instill confidence in his clients by developing strategic financial plans tailored to their personal goals, whether it be retirement, education savings, or wealth accumulation.
1751 Ellington Rd, South Windsor, CT 06074, United States -
Barnum Financial Group
● ClosedBarnum Financial Group is a finance institution located at 273 North Colony Road in Wallingford, Connecticut, United States. Our dedicated team is committed to your financial well-being and helping you achieve your financial goals. We have a strong leadership team focused on achieving Barnum's mission and creating a culture of belonging, respect, and opportunity for all. We offer a complete list of financial representatives who can assist you in every step of your financial journey. Our institution is recognized for our commitment to our clients' financial success, and our knowledge and resources have been leveraged by national and local media outlets.
273 N Colony Rd # 1, Wallingford, CT 06492, United States -
Strength In Numbers - Financial Coaching
● ClosedStrength In Numbers - Financial Coaching is a leading institution located at 172 Marcy Drive in Southington, Connecticut, United States. We specialize in providing expert financial coaching services to individuals and businesses looking to improve their financial literacy, budgeting skills, and overall financial well-being. Our team of experienced financial coaches are dedicated to helping our clients achieve their financial goals through personalized guidance and support. Whether you are looking to save for retirement, pay off debt, or simply gain a better understanding of your finances, Strength In Numbers is here to help. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
172 Marcy Dr, Southington, CT 06489, United States -
Boundless Financial Solutions
● ClosedBoundless Financial Solutions is a leading finance institution located at 135 Day Street in Newington, Connecticut, United States. Our team of experienced financial experts is dedicated to providing personalized and innovative solutions to help our clients achieve their financial goals. Whether you are looking to invest, save for the future, or need assistance with financial planning, our team is here to help you navigate the complex world of finance. With a commitment to excellence and a focus on customer satisfaction, Boundless Financial Solutions is your trusted partner for all your financial needs.
135 Day St #1c, Newington, CT 06111, United States -
Agemy Financial Strategies, Inc
● ClosedAgemy Financial Strategies, Inc is a reputable finance institution located at 1570 Boston Post Road in Guilford, Connecticut, United States. With a team of experienced financial experts, we provide a wide range of financial services including investment planning, retirement planning, wealth management, and more. Our goal is to help our clients achieve their financial goals and secure their financial future. Visit us today to learn how we can help you navigate the complexities of the financial world and make informed decisions for your financial well-being.
1570 Boston Post Rd Suite 400, Guilford, CT 06437, United States -
Thrivent Financial
● ClosedThrivent Financial is a finance institution located at 953 Farmington Avenue in Berlin, Connecticut, United States. With a focus on helping individuals achieve financial security and well-being, Thrivent Financial offers a range of financial services and products to help clients plan for their future and protect their assets. Whether it be retirement planning, investment management, or insurance solutions, Thrivent Financial is dedicated to providing personalized and comprehensive financial guidance to help clients thrive.
953 Farmington Ave, Berlin, CT 06037, United States -
Grenier Financial Advisors
● ClosedGrenier Financial Advisors is a finance institution located at 265 Main Street in Wethersfield, Connecticut, United States. At Grenier Financial Advisors, we believe that life is a journey, not a race, and we are here to help you navigate through the financial aspects of that journey. Whether you are welcoming a new baby, facing changes at work, going through a divorce, or dealing with the loss of a loved one, we are here to provide personalized financial strategies and money management plans to help you live your best life worry-free. Our team works tirelessly to ensure that your financial well-being is protected, providing peace of mind and guidance when the road gets bumpy. We offer a hearts-and-minds approach to financial planning and investing, helping you move in the right direction towards your goals.
265 Main St, Wethersfield, CT 06109, United States -
Barnum Financial Group, Glastonbury CT
● ClosedBarnum Financial Group in Glastonbury, CT is a finance institution dedicated to your financial well-being and helping you achieve your goals. Located at 45 Glastonbury Boulevard in Connecticut, United States, we offer a complete list of financial representatives ready to assist you. Our leadership team is committed to creating a culture of belonging, respect, and opportunity for all, while also making a difference in the communities we work and live in. We provide educational opportunities to help you maximize financial opportunities and overcome challenges, with a focus on managing risks and growing wealth strategically. Our services include legacy planning, retirement planning, insurance solutions, and more. Our goal is to deliver insightful guidance, solutions, knowledge, and personalized service to help you meet your needs and achieve your goals.
45 Glastonbury Blvd, Glastonbury, CT 06033, United States -
S & P Financial Services LLC
● OpenS & P Financial Services LLC, also known as Spalding & Partners Financial Services, is a full-service accounting firm located in Windham, Connecticut. With over 18 years of experience, we specialize in small business financial management, tax preparation, and Chief Financial Officer consulting services. Our team of experienced accountants ensures timely, confidential, and professional service to both corporate and individual clients. At S & P Financial Services LLC, we prioritize client success and financial privacy. Our small staff consists of trustworthy and honest accountants who are dedicated to optimizing your financial success. From annual tax preparation to weekly, monthly, and quarterly bookkeeping services, we tailor our offerings to meet your unique needs.
452 Jackson St, Willimantic, CT 06226, United States -
Barnum Financial Group, New London CT
● ClosedBarnum Financial Group in New London, CT is dedicated to your financial well-being and helping you achieve your financial goals. Our leadership team is committed to achieving Barnum's mission and creating a culture of belonging, respect, and opportunity for all. We offer a complete list of every financial representative working with us and are proud to be recognized for our commitment to our clients' success. We provide educational opportunities to help you maximize financial opportunities and overcome challenges. Our knowledgeable team can assist you in every step of your financial journey, from managing risks to growing your wealth strategically. We offer insightful guidance, solutions, knowledge, and personalized service to help you meet your needs and achieve your goals.
3 Shaws Cove UNIT 204, New London, CT 06320, United States -
Merrill Lynch Financial Advisor Read S Hubbard
● ClosedMerrill Lynch Financial Advisor Read S Hubbard is a reputable finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. With a focus on providing expert financial advice and guidance, their team of professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Read S Hubbard offers personalized services tailored to meet your individual needs. Trust in their expertise and experience to navigate the complex world of finance and make informed decisions for your financial well-being.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
Barnum Financial Group: Smith Allen
● OpenBarnum Financial Group: Smith Allen is an insurance agency located at 3 Shaws Cove, New London, Connecticut, United States. Our institution is dedicated to your financial well-being and helping you achieve your financial goals. We have a strong leadership team committed to achieving our mission and creating a culture of belonging, respect, and opportunity. We are actively involved in making a difference in the communities we serve and offer a range of financial services to assist you in every step of your financial journey. From managing risks to growing your wealth strategically, we provide personalized guidance and solutions to help you meet your needs and achieve your goals. Contact us to schedule an appointment with a financial professional and start planning for a secure financial future.
3 Shaws Cove, New London, CT 06320, United States -
LSK Financial Services
● ClosedLSK Financial Services is a reputable insurance agency located at 185 Silas Deane Highway in Wethersfield, Connecticut. Specializing in health insurance, they provide expert advice and personalized solutions to meet the unique needs of their clients. With a commitment to excellence and customer satisfaction, LSK Financial Services is dedicated to helping individuals and families navigate the complexities of the insurance industry and secure the coverage they need for peace of mind. Contact them today to learn more about their services and how they can assist you in protecting your health and financial well-being.
185 Silas Deane Hwy, Wethersfield, CT 06109, United States -
Bluebird Wealth Advisors - Ameriprise Financial Services, LLC
● OpenBluebird Wealth Advisors - Ameriprise Financial Services, LLC is a trusted finance institution located at 57 North Street, Danbury, Connecticut, United States. Recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers, we offer personalized financial planning services tailored to your individual goals and risk tolerance. Our team of advisors will work with you to create a comprehensive investment strategy, regularly reviewing and adjusting your portfolio as needed. With access to your accounts and progress tracking tools, you can stay informed and in control of your financial future.
57 North St #208, Danbury, CT 06810, United States -
Edward Jones - Financial Advisor: John M Eimer
● OpenEdward Jones - Financial Advisor: John M Eimer is a reputable financial institution located at 1297 Main Street in Watertown, Connecticut. With a focus on personalized service and tailored financial solutions, John M Eimer is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, John M Eimer and his team at Edward Jones are here to provide expert guidance and support every step of the way. Trust in their expertise and experience to help you navigate the complexities of the financial world and make informed decisions for your financial well-being.
1297 Main St Suite 1, Watertown, CT 06795, United States -
Steven Haas - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenSteven Haas, Private Wealth Advisor at Ameriprise Financial Services, LLC, is a trusted financial professional located in Southbury, Connecticut. With a focus on personalized financial planning and investment strategies, Steven Haas helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or managing your investments, Steven Haas provides expert guidance and advice tailored to your individual needs. Visit him at 900 Main Street South to learn more about how he can help you navigate the complexities of the financial world and make informed decisions for your financial well-being.
900 Main St S Ste 100, Southbury, CT 06488, United States -
Jennifer Grennan - Financial Advisor - Ion Investments
● ClosedJennifer Grennan - Financial Advisor at Ion Investments is a trusted source for all of your financial planning needs. Located at 910 Wolcott Street in Waterbury, Connecticut, Jennifer Grennan offers personalized financial advice and guidance to help you reach your goals. Whether you are saving for retirement, planning for your children's education, or investing for the future, Jennifer Grennan can help you create a customized financial plan that fits your unique needs. With years of experience and expertise in finance, Jennifer Grennan is committed to helping you achieve financial success. Contact Jennifer Grennan - Financial Advisor at Ion Investments today to schedule a consultation and take the first step towards a secure financial future.
910 Wolcott St, Waterbury, CT 06705, United States -
Matthew Couzens - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenMatthew Couzens - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 100 Queen Street in Southington, Connecticut, offers a wide range of financial services to individuals looking to manage their assets, plan for retirement, and navigate complex financial situations. Matthew Couzens holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in wealth management, estate planning, investment strategies, and retirement planning. With a focus on ethics and client-centered solutions, Matthew Couzens provides personalized financial advice to help clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Matthew Couzens can provide expert guidance tailored to your specific needs. Contact Matthew Couzens - Private Wealth Advisor, Ameriprise Financial Services, LLC, for comprehensive financial planning services that prioritize your financial well-being.
100 Queen St Executive Ste 6B, Southington, CT 06489, United States -
Kathleen Ringler - RBC Wealth Management Financial Advisor
● ClosedKathleen Ringler - RBC Wealth Management Financial Advisor is a leading financial institution located at 200 Glastonbury Boulevard in Glastonbury, Connecticut, United States. As a trusted advisor, Kathleen Ringler offers personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Kathleen Ringler provides expert guidance and support to individuals and families looking to secure their financial future. Visit Kathleen Ringler - RBC Wealth Management Financial Advisor today to take control of your financial well-being.
200 Glastonbury Blvd Suite 103, Glastonbury, CT 06033, United States -
Merrill Lynch Financial Advisor David F. Farnham
● ClosedMerrill Lynch Financial Advisor David F. Farnham is located at 29 South Main Street in West Hartford, Connecticut, United States. David has been in the financial services industry since 2007 and joined Merrill Lynch Wealth Management in 2010. He is dedicated to building and maintaining strong relationships with clients and is passionate about helping individuals and families make important financial decisions. David's wealth management approach is consultative, objective, and focused on excellence. He listens to clients' goals and preferences, offers personalized recommendations, and covers a wide range of opportunities including investments, retirement planning, estate planning, and philanthropy. David holds various financial certifications and licenses, including the Chartered Retirement Planning Counselor designation. He is committed to helping clients pursue their investment objectives and offers personalized advice and guidance tailored to each client's unique situation. David is actively involved in non-profit fundraising efforts and enjoys traveling, golfing, and spending time with his family.
29 S Main St, West Hartford, CT 06107, United States -
Doug Veillette - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDoug Veillette, a Financial Advisor at Ameriprise Financial Services, LLC, located at 185 Asylum Street in Hartford, Connecticut, is dedicated to helping clients prepare for their financial goals. With a focus on personalized financial advice, Doug aims to help clients feel more confident and in control of their financial lives. Through understanding what is important to each individual, whether it be saving for college, planning for retirement, or making smart investments, Doug provides guidance to prepare for both expected and unexpected events. Doug Veillette encourages clients to explore the Retirement InteractiveSM tool to address common retirement questions and challenges. By offering complimentary initial consultations, Doug helps clients take the first step towards a more secure financial future. As a registered investment adviser with Ameriprise Financial Services, LLC, Doug Veillette provides investment advisory products and services while adhering to strict regulations set forth by FINRA and SIPC.
City Place II, 185 Asylum St 8th floor, Hartford, CT 06103, United States -
Sterling Financial Partners - Ameriprise Financial Services, LLC
● OpenSterling Financial Partners - Ameriprise Financial Services, LLC, located at 99 East River Drive in East Hartford, Connecticut, is a Platinum financial advisory practice led by a team of experienced professionals including Daniel Tarbell CRPC®, Steve Sheridan, Jennifer Hedlund, and Tom Grilli, RICP®. With over a century of combined experience in the financial industry, the team offers a holistic approach to financial planning and a strong commitment to helping clients achieve financial security. As an Ameriprise Platinum financial advisory practice, Sterling Financial Partners believes in measuring success not just by financial well-being, but also by the confidence clients feel about their future. The team provides personalized attention and specialized retirement planning to help clients develop financial strategies to achieve their goals.
99 E River Dr 8th Floor, East Hartford, CT 06108, United States -
Sunstone Financial Group
● ClosedSunstone Financial Group, located at 243 Hartford Turnpike in Vernon, Connecticut, is a finance, health, and insurance agency dedicated to providing holistic financial expertise to its clients. With a commitment to transforming dreams into tangible realities, Sunstone forges collaborative partnerships with clients to build secure and prosperous futures. As an independent, family-owned firm, Sunstone specializes in retirement income planning, long-term care planning, insurance, and legacy planning. The team at Sunstone believes in safeguarding their clients' financial well-being as if they were family members, providing unwavering dedication and care. Through a time-tested decision-making process grounded in empirical evidence, Sunstone educates and guides clients to help them achieve their financial goals. With a focus on diversification and comprehensive planning, Sunstone helps clients navigate the complexities of investment planning and retirement preparation. Additionally, Sunstone offers customized healthcare solutions tailored to individual needs, ensuring clients receive the support they deserve. At Sunstone Financial Group, the goal is to empower clients to make informed financial decisions and achieve a secure and comfortable future.
243 Hartford Turnpike, Vernon, CT 06066, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 64 Oak Street in Glastonbury, Connecticut, United States. With a reputation for providing comprehensive financial services, Raymond James offers a range of investment options and financial planning solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Raymond James Financial Services is dedicated to providing personalized and professional guidance to help you navigate the complexities of the financial market. Trust in Raymond James to help you make informed decisions and secure your financial well-being.
64 Oak St, Glastonbury, CT 06033, United States -
Sabra Donovan - Barnum Financial Group
● ClosedSabra Donovan - Barnum Financial Group is a finance institution located at 6 Corporate Drive, Shelton, Connecticut, United States. We are dedicated to your financial well-being and helping you achieve your financial goals. Our founder has transformed Barnum into what it is today, and our leadership team is committed to achieving our mission. We strive to create a culture of belonging, respect, and opportunity for all, and we are dedicated to making a difference in the communities where we work and live. Our financial representatives are committed to your success, and we are proud to be recognized for our commitment to our clients. We offer expertise in managing risks, growing wealth strategically, and planning for your future. We understand that every major financial decision impacts your retirement, and we are here to guide you through important financial decisions such as switching jobs and considering tax implications.
6 Corporate Dr, Shelton, CT 06484, United States -
Safe Harbor Financial Management
● OpenSafe Harbor Financial Management is a reputable finance institution located at 67 Pelham Street in Milford, Connecticut, United States. With a focus on providing reliable and secure financial services, Safe Harbor is dedicated to helping individuals and businesses navigate the complexities of financial management. Our team of experienced professionals is committed to guiding clients towards their financial goals and ensuring their investments are safe and well-managed. Trust Safe Harbor Financial Management to be your partner in achieving financial stability and success.
67 Pelham St, Milford, CT 06460, United States -
Stephen R Bucknam - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenStephen R Bucknam is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 158 Main Street in Putnam, Connecticut. With a focus on providing personalized financial planning and investment services, Stephen helps clients achieve their long-term financial goals. Whether it's retirement planning, investment management, or estate planning, Stephen is dedicated to helping clients make informed decisions about their financial future. With a commitment to excellence and a client-centric approach, Stephen R Bucknam is a trusted advisor for individuals looking to secure their financial well-being.
158 Main Street Ste 1, Putnam, CT 06260, United States
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